CRM Systems for Real Estate Agents

So you're looking at CRM systems for real estate agents?

Let's dive into a couple of the best programs and see if we can help you choose the perfect one for you!

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“The first CRM designed by salespeople, for salespeople.”

Top features:

  • Visual sales pipeline
  • Customizable pipeline
  • Team collaboration
  • Activity reminders
  • Segment leads
  • Contact history
  • Web forms
  • Reporting dashboards
  • Revenue forecasting

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

User-friendly interface

Integration with other software tools

Focus on sales pipeline management

Cons:

Limited features compared to other CRMs

May not be suitable for larger brokerages

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“Close faster, communicate better and convert real estate transactions into lasting relationships.”

Top features:

  • Flexible transaction management system
  • Branded client communication portal
  • Team reporting dashboard and goal setting
  • Contact management & automated drip programs
  • DocuSign & Dotloop integrations
  • Mobile app for agents on-the-go
  • Synchronized email & calendar

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Tailored to the needs of real estate brokerages

User-friendly interface

Integration with other software tools

Cons:

No free version available

Limited customization options

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“Generate Leads, Build Relationships and Close More Deals”

Top features:

  • Lead generation
  • Real estate content
  • Contact management
  • Team features
  • Create conversations
  • Reporting & broker tools
  • Mobile web app
  • Time management
  • Transaction management
  • Customer support

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Real estate specific

Real estate content available to share

Lead generation opportunity

Cons:

Marketing drip campaigns are not easy to use according to users

Landing pages are an additional cost

Limit on daily emails

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“Software that’s powerful, not overpowering.”

Top features:

  • Email marketing & automation
  • Deal pipeline
  • Tasks & activities
  • Email reply tracking
  • List segmentation
  • Mobile app
  • Email health reporting

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Free version available

User-friendly interface

Integration with other software tools

Cons:

Limited features on free version

Some users may find the interface too simplistic

Needs a lot of Real Estate customization

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“Superfast work. Steadfast growth.” 

Top features:

  • Salesforce automation
  • Analytics
  • Team collaboration
  • Performance management
  • Marketing automation
  • Mobile app
  • Lead nurturing
  • Customization

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Cost-effective

Wide range of features

User-friendly interface

Cons:

Limited features on free version

Integration with other software tools may be limited

Needs a lot of Real Estate customization

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Stay top of mind with their database and close more deals!

  • Amplify your brand with a customizable and lead-generating website
  • Capture high-quality leads from multiple sources and auto-sync into your CRM
  • Launch powerful marketing campaigns with one click
  • Build strong relationships with proven CRM nurturing auto plans and scripts
  • Create stunning marketing materials with a built-in Canva-like design tool
  • Manage your business, team, and brand all within one CRM

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

All-in-one system

Team accountability

Great automation features

Cons:

Few social media management tools

Costly for small operations

Not as beginner friendly as others due to extensive features

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Real Geeks

“Stay organized, follow up faster, and close more deals with ease.”

Simplify and streamline your Ad creation, management, & reporting with the Real Geeks’ Facebook Marketing Tool for Real Estate Agents!

A quick & easy solution to creating Facebook ads that drive traffic to high-converting Real Estate landing pages.

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

High-converting IDX Websites

Affordability

Automated Drip Campaigns

Cons:

Scaling costs

Limited website customization

No built-in dialer

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Bring All Your Leads into One Convenient Place for Easy and Efficient Management. Lofty is the perfect partner for agents and teams of all sizes. Business goals, performance reports, and business reports.  

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Advanced AI

All-in-one platform

Cons:

High cost

Complexity

  • Account planning
  • Deal execution
  • AI workflows
  • Pipeline management

 

You can find a list of their prices HERE or you can click the logo above to do your own research!

Benefits:

Ultimate customization

Trigger-based workflow automation

Cons:

Build-Your-Own (may become timely)

Record limits (data entry stops at 50,000 records)

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Google Spreadsheets

A lot of TLE Agents use a Google Spreadsheet template that we offer to our Agents! Fill out the form below to get the template for your own business.

Whether you use our template, or create your own, Sheets is a great way to organize your clientele in a customized way that makes sense for YOUR brain!

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Recipe Cards

Are you more of a pen-to-paper brain? You’re going to want to learn about this creative take on a CRM!

Think out of the box, and go screenless with a recipe card box and tabs! This one’s for the creatives!

  • Hands-on

  • Make your own categories to fit your needs

  • A tabbed box helps you categorize prospects alphabetically or by status (Hot, Warm, Cold)

Let’s recap what we’ve gone over:

In conclusion, choosing the right CRM system can really help boost your business! There a quite a few great options on this list for you to think about. 

The best advice we can give you is to consider your budget, business needs, and user preferences. It’s more than likely that there isn’t a “perfect” CRM system for everything that you want, so choose one that checks off the most boxes and move forward from there.

Want to know more about The Local Element?

Real Estate Agents

Learn more about what it looks like to be an agent with
The Local Element.

Real Estate Brokers

Learn more about what it looks like to open an office of
The Local Element.

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